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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,160 | $88,754-80.7% | $81,820-79.0% | $145,877-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.56% | 1031.77%-1015.2pp | 777.93%-761.4pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,716 | $3,085-12.0% | $2,915-6.8% | $4,663-41.8% |
| Participant deferral / active EE | $4,634 | $4,648-0.3% | $4,323+7.2% | $6,691-30.7% |
| Admin fee / account holder | $5,037 | $8,424-40.2% | $7,391-31.8% | $13,402-62.4% |